THE LEWIS FINANCIAL GROUP - Financial Advisor in Virginia, Ashburn

Tel: 703-288-1272 20755 Williamsport Place Suite 140 Ashburn, Virginia 20147

About THE LEWIS FINANCIAL GROUP

THE LEWIS FINANCIAL GROUP is a Ashburn, Virginia based financial advisory firm with nearly $266,491,944 in assets under management and provides investment advisory services for 476 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

315692

Firm SEC#:

801-122157

Assets Under Management:

$266,491,944

No. of Clients:

476

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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